SumIT vs AgilLink

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SumIt

Category
Accounting

SumIt offers simple, sophisticated family office software for complex family office accounting. Family office accountants are either underwhelmed or overwhelmed by their software. QuickBooks is too simple, while other solutions can seem too complex with unnecessary features.

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AgilLink

Category
Accounting

AgilLink enables firms to scale their bill pay and client accounting operations while adding more control and security. Our solution automates the bill payment lifecycle by integrating document imaging, approval workflow, embedded banking, financial accounting and investment data integration.

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Company
Employees

  • 0-10

Revenue

-

Founded

  • 2022

Incorporated

-

Locations

  • New York City

Top 5 Markets

  • United States of America

Total AUM

  • $10 billion

Avg. AUM per client

-

Ownership

  • Owned by management
  • Clients are also owners


50-100


-


1976


An RBC company and affiliate of City National Bank


United States of America


El Segundo, California


United States


-


-

Client
Focus

  • Single Family Office
  • Multi Family Office
  • Accounting Firms

Secondary focus

-

-


Multi-family offices


  • Single family offices
  • Investment & Financial Advisors (RIAs/IFAs)


Over 300 clients and 5000 users

Product
Main Tasks

  • Accounting
  • Consolidated Reporting

Top features

  • Accounts Payable
  • Bank Reconciliation
  • Brokerage Reconciliation
  • Entity Mapping
  • Entity Management
  • Document Storage
  • Family Office Cash Flow Statement

Assets supported

  • Cash & equivalents
  • Alternatives
  • Equities
  • Fixed income
  • Private Equity
  • Real Estate
  • Residential
  • Venture Capita;

Compliance

-

Whitelabel

  • No


  • Accelerator
  • Data aggregation
  • Portfolio management
  • Consolidated reporting
  • Accounting


  • Integrated accounting
  • Mobile App
  • Transparency
  • Data aggregation and management
  • Consolidated and bespoke reporting


  • Alternatives
  • Bankable assets
  • Private equity
  • Real estate
  • Rare collectables (luxury cars, boats, high-value jewellery)


-


Yes

Technology
Type Of Software

  • SAAS

Ecosystem

-

Integrations

  • Plaid
  • Finicity
  • Bill.com (pending)
  • Addepar (pending)

Mobile App

  • No

-


Serviced software, SAAS


-


-


  • Addepar
  • Risclarity
  • InvestLink


Yes